Which means Tesla data initiatives just keep pushing margins higher relative to other manufacturers who have to pay others for the data they need to provide to offer competitive products. Tesla can use the higher margins to increase profits, re-invest in further expansion or cut selling prices. It's Tesla's choice to suit the ever-evolving environment.
Most of us have known for a long time that the competition was NOT coming. I think we are getting to the point that even the slowest people in the investment arena, Mark Spiegel comes to mind as the poster child of the misguided idiots, will be coming to this same conclusion very soon. That the competition is NOT coming after all!
Sure, there will be other EV's on the market. But it will be like the Model T boom years. Ford was increasing production capacity as fast as possible and they sold every Model T as soon as it came off the line because it offered so much more value than any competitor could offer. People bought competitors products simply because they wanted a new car and they didn't have a waiting list. The Model T had 60% of the automotive market at it's peak and it would have been closer to 90% had they been able to make enough of them. Yes, there were plenty of alternatives but the other manufacturers couldn't lower prices enough to compete with the value Ford offered.
So, how much is TSLA worth if the competition is NOT coming?
Here's another look at comparing NIO with TSLA. Shown is the 1 yr and 3 yr SP comparison.
That just shows that GM is managed by idiots. Why on Earth would you fight to roll back regulations like this (and actually adjust your manufacturing plans), with the understanding that they could be restored in literally the next year or 4?
I have a sell ladder from $700 through $800. E*Trade seems OK with it.
“Our convictions are aligned with whoever is in charge”.
Or you could use a CC premium to get you to your next 100 shares so you can write another. A 1/23, $1k will buy 20 shares. If it hits 2 years from now, you not only doubled it's value but the 20 shares effectively doubled too. Nice little $70k profit on $52k for a 2 year term. Wait till IV hits 100, could be even sweeter. But then again, TSLA could be eleventy quadrillion in 2 years.My primary move for December is selling covered-calls leading up to and hopefully catching the peak. Willing to write against all my shares at varying strikes if the SP is right at the time, though at least half will be way way OTM.
I also want to be able to sell off the few dozen odd leftovers that aren't a multiple of 100 if the SP spikes to something crazy
Want to set the structure of this plan in my Fidelity account so I can just fine tune the strikes as we inch toward Christmas.
